Purchases and Sales Made in Q2 2022 in Schwab Strategic Tr Us Small C (SCHA)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Small C (SCHA) during Q2 2022. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US SMALL-C.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.65K+ 2.9% |
$100K - $127K
|
93.7K
$2.64M
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.64K+ 21.0% |
$100K - $127K
|
15.2K
$428K
|
|
Aug 08, 2022
Q2 2022
|
Hc Advisors, LLC
|
BUY
|
- |
2.64K+ 5.93% |
$100K - $127K
|
47.3K
$1.33M
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.63K+ 5.15% |
$99.6K - $126K
|
53.7K
$1.51M
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
2.63K+ 26.19% |
$99.5K - $126K
|
12.7K
$356K
|
|
Aug 05, 2022
Q2 2022
|
Meridian Management CO
|
BUY
|
- |
2.6K+ 0.57% |
$98.6K - $125K
|
458K
$12.9M
|
|
Aug 02, 2022
Q2 2022
|
Campbell Wealth Management
|
BUY
|
- |
2.57K+ 17.64% |
$97.2K - $123K
|
17.1K
$481K
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2.56K+ 1.89% |
$97K - $123K
|
138K
$3.89M
|
|
Jul 28, 2022
Q2 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.56K+ 15.2% |
$96.9K - $123K
|
19.4K
$545K
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
BUY
|
- |
2.54K+ 12.55% |
$96K - $122K
|
22.7K
$639K
|
|
Aug 04, 2022
Q2 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.52K+ 3.47% |
$95.5K - $121K
|
75.1K
$2.11M
|
|
Aug 15, 2022
Q2 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2.48K+ 16.09% |
$93.8K - $119K
|
17.9K
$502K
|
|
Jul 28, 2022
Q2 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
2.42K+ 2.92% |
$91.5K - $116K
|
85.2K
$2.4M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.37K+ 6.62% |
$89.7K - $114K
|
38.1K
$1.07M
|
|
Aug 16, 2022
Q2 2022
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
2.36K+ 0.77% |
$89.4K - $113K
|
307K
$8.64M
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
2.35KNew |
$88.9K - $113K
|
2.35K
$65.9K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.33K+ 1.43% |
$88.2K - $112K
|
165K
$4.63M
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.32K+ 21.73% |
$87.8K - $111K
|
13K
$365K
|
|
Aug 01, 2022
Q2 2022
|
Essex LLC
|
BUY
|
- |
2.29K+ 1.47% |
$86.9K - $110K
|
158K
$4.45M
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.25K+ 9.41% |
$85.3K - $108K
|
26.2K
$736K
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.24K+ 82.78% |
$84.9K - $108K
|
4.95K
$139K
|
|
Aug 04, 2022
Q2 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
2.2K+ 30.96% |
$83.4K - $106K
|
9.32K
$262K
|
|
Aug 03, 2022
Q2 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.18K+ 1.09% |
$82.7K - $105K
|
203K
$5.7M
|
|
Jul 19, 2022
Q2 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.14K+ 3.92% |
$81K - $103K
|
56.7K
$1.59M
|
|
Jul 11, 2022
Q2 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
2.13K+ 2.31% |
$80.7K - $102K
|
94.2K
$2.65M
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2.11K+ 100.0% |
$80K - $101K
|
4.22K
$119K
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.11K+ 5.72% |
$79.9K - $101K
|
39K
$1.1M
|
|
Jul 15, 2022
Q2 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
2.01K+ 2.07% |
$76.1K - $96.5K
|
98.9K
$2.78M
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.97K+ 1.34% |
$74.8K - $94.8K
|
150K
$4.21M
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.95K+ 126.12% |
$73.9K - $93.7K
|
3.5K
$98.3K
|
|
Jul 27, 2022
Q2 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.95K+ 4.63% |
$73.9K - $93.6K
|
44.1K
$1.24M
|
|
Jul 07, 2022
Q2 2022
|
Boltwood Capital Management
|
BUY
|
- |
1.92K+ 10.13% |
$72.9K - $92.4K
|
20.9K
$588K
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.92K+ 4.8% |
$72.8K - $92.3K
|
42K
$1.18M
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.8K+ 8.73% |
$68.3K - $86.6K
|
22.5K
$631K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.79K+ 8.34% |
$67.9K - $86.1K
|
23.3K
$654K
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.76K+ 3.22% |
$66.5K - $84.3K
|
56.2K
$1.58M
|
|
Jul 15, 2022
Q2 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.73K+ 125.0% |
$65.3K - $82.8K
|
3.11K
$87.3K
|
|
Jul 12, 2022
Q2 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.72K+ 4.57% |
$65.2K - $82.6K
|
39.4K
$1.11M
|
|
Aug 15, 2022
Q2 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
1.69K+ 5.54% |
$63.9K - $81K
|
32.1K
$903K
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.62K+ 26966.67% |
$61.3K - $77.7K
|
1.62K
$45.7K
|
|
Jul 18, 2022
Q2 2022
|
Veery Capital, LLC
|
BUY
|
- |
1.62K+ 1.86% |
$61.2K - $77.6K
|
88.3K
$2.48M
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.61K+ 4.04% |
$61.1K - $77.4K
|
41.5K
$1.17M
|
|
Aug 10, 2022
Q2 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.6K+ 11.91% |
$60.5K - $76.7K
|
15K
$422K
|
|
Aug 10, 2022
Q2 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.55K+ 30.73% |
$58.7K - $74.4K
|
6.59K
$185K
|
|
Jul 22, 2022
Q2 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.53K+ 1.01% |
$57.8K - $73.3K
|
153K
$4.31M
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
1.52KNew |
$57.7K - $73.2K
|
1.52K
$42.8K
|
|
Aug 02, 2022
Q2 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
1.51K+ 5.41% |
$57.2K - $72.5K
|
29.4K
$828K
|
|
Aug 03, 2022
Q2 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.48K+ 3.99% |
$56K - $71K
|
38.6K
$1.08M
|
|
Jul 29, 2022
Q2 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.46K+ 18.62% |
$55.3K - $70.1K
|
9.3K
$261K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.46KNew |
$55.3K - $70.1K
|
1.46K
$41K
|